Ford Foundation Retirement Plan — Form 5500 plan (Ford Foundation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ford Foundation Retirement Plan is a benefit plan reported by Ford Foundation under EIN 13-1684331 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $287,214,199 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$287.2MPlan net assets, end of year$287,214,199
Participants174Covered participants reported
Assets / participant$1.7MComputed: assets ÷ participants$1,650,656 (computed)
Provider compensation$31.8K3 Schedule C provider row(s)$31,834
- Plan sponsor
- Ford Foundation
- EIN
- 13-1684331
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240807151156NAL0002174595001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$287.2M total assets
Net assets$287.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $287,214,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $287,214,199
- Net assets (BOY)
- $261,575,612
Income & contributions
- Employer contributions
- $2,287,323
- Participant contributions
- $14,340
- Total contributions
- $2,301,663
- Total income / additions
- $40,968,236
Expenses & distributions
- Benefits paid
- $15,302,059
- Administrative expenses
- $31,834
- Total expenses
- $15,333,893
- Net increase / (decrease)
- $25,634,343
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
99%
Employer 99%Participant 1%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $28,985 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,360 | $0 | 2023 |
| Strategic Advisors Inc. | ADVISOR | $489 | not reported in the loaded dataset | 2023 |